Emerging/Diverse Managers

Consultant/OCIO/Discretionary
Western Plan Changes Management Structure; Codifies Commitment To Diverse Mgrs. In IPS

A plan based in the West approved transitioning the management of its endowment to a single outsourced cio provider as well as new investment policy statements for its endowment and operating funds that codify its commitment to diverse managers at its investment committee meeting last week.

10.07.21
International / Global / Emerging Markets
New England Plan Hires Int’l Equity MoM

The firm will manage an international developed markets equity emerging manager-of-managers portfolio.

10.01.21
Emerging/Diverse Managers
Foundations Increasing Investment, Disclosure Into Diverse Mgrs. Yet Work Remains: Study

Foundations continue to be the leaders of the institutional investment space when it comes to investing with diverse- and women-owned firms as 30 of the top 55 largest foundations collectively invest more than $11 billion with diverse-owned managers, yet work remains as 14 elected not to disclose any data including diversity statistics, according to a study.

09.30.21
Consultant/OCIO/Discretionary
Western System Slated To Transition Endowment Mgmt. To Sole Outsourced CIO

A system based in the West is expected to receive a staff recommendation to transition the management of its endowment to a single outsourced cio provider this week.

09.30.21
Alternatives
Florida Plan To Interview Credit Mgrs., Fixed-Income Emerging Mgr.

A Florida general employees retirement system will interview two credit managers to each handle potential $20 million commitments and will also bring in a diverse-owned fixed-income manager as part of its emerging manager program buildout.

09.29.21
MRI/Social Investments
Chicago Foundation Divests From Fossil Fuels

A foundation based in Chicago will divest its investment portfolio from fossil fuel industries and invest more in renewable energy to mitigate the effects of global climate change.

09.23.21
Emerging/Diverse Managers
HBCU Adds Minority-Owned Manager Mandate To Endowment Policy

An HBCU in the Mid-Atlantic region revised its endowment policy this week to implement a mandate that a majority of its endowment be managed by minority-owned investment firms.

09.23.21
People Moves
Western Investment Advisor Adds MD To Support Sustainable Investing

An investment advisor based in the West has hired a as a managing director to support its responsible and sustainable investing approaches.

09.23.21
Industry News
NEPC Launches Program To Support Diverse Mgrs.

Once firms are in the program, the NEPC research team will consider them for inclusion in client portfolios and for future inclusion on the focused placement list.

09.16.21
People Moves
Midwest Foundation Promotes Investment Office Leadership As CIO Slates Retirement

A foundation in the Midwest has named an investment director as deputy cio effective immediately and he will succeed its v.p. and cio next year after he retires.

09.16.21